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Claudia Martin

Claudia Martin

Managing Director of Advisor Operations

Claudia Martin is the Managing Director of Advisor Operations for Level Four. Claudia has been with Level Four since 2006 and has helped guide the operational functions throughout the years. As the Managing Director of Advisory Operations, she manages the Broker/Dealer and RIA Operations department. In addition to operations, Claudia oversees the Advisor On-boarding/Transition department, the Client Service Associate team and the Advisor Advocate department.


Texas A&M University, Bachelor of Science, Psychology